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Institutional Investment Manager
Annex Advisory Services, LLC
Annex Advisory Services, LLC (CIK: 0001542287) incorporated in Wisconsin, located at 17950 W. Corporate Drive, Brookfield, WI. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Original 13F HR (0001062993-17-000822) filed in 2017.02.14
#
Name
Shares
Value ($)
%
Options
Notes
1 ABBOTT LABS 12,684 487 0.12%
2 ABBVIE INC 30,914 1,936 0.47%
3 ACCENTURE PLC IRELAND 6,333 742 0.18%
4 ALLIANT ENERGY CORP 15,154 574 0.14%
5 ALTRIA GROUP INC 15,757 1,065 0.26%
6 AMGEN INC 6,890 1,007 0.24%
7 APPLE INC 27,918 3,233 0.79%
8 ASSOCIATED BANC CORP 27,749 685 0.17%
9 AT&T INC 30,724 1,307 0.32%
10 BAXTER INTL INC 5,344 237 0.06%
11 BERKSHIRE HATHAWAY INC DEL 1,783 291 0.07%
12 BOEING CO 1,523 237 0.06%
13 CAPITAL ONE FINL CORP 13,244 1,155 0.28%
14 CARDINAL HEALTH INC 9,520 685 0.17%
15 CHEVRON CORP NEW 7,221 850 0.21%
16 COCA COLA CO 4,961 206 0.05%
17 COMCAST CORP NEW 11,948 825 0.20%
18 CORNING INC 31,023 753 0.18%
19 CREDIT SUISSE ASSET MGMT INC 12,185 39 0.01%
20 DISCOVER FINL SVCS 12,046 868 0.21%
21 DISNEY WALT CO 8,207 855 0.21%
22 EATON CORP PLC 8,399 563 0.14%
23 ENSYNC INC 20,000 14 0.00%
24 EXXON MOBIL CORP 10,522 950 0.23%
25 FIDELITY NATL INFORMATION SV 9,968 754 0.18%
26 FISERV INC 11,278 1,199 0.29%
27 GENERAL ELECTRIC CO 17,692 559 0.14%
28 GILEAD SCIENCES INC 4,029 289 0.07%
29 GLOBAL PMTS INC 3,521 244 0.06%
30 HANCOCK JOHN PFD INCOME FD 16,382 333 0.08%
31 HANCOCK JOHN PFD INCOME FD I 21,950 389 0.09%
32 HOME DEPOT INC 8,493 1,139 0.28%
33 INTEL CORP 24,386 884 0.21%
34 INTERNATIONAL BUSINESS MACHS 1,834 304 0.07%
35 INTL PAPER CO 11,621 617 0.15%
36 ISHARES RUSSELL 1000 ETF 2,838 353 0.09%
37 ISHARES RUSSELL 2000 GROWTH ETF 2,674 412 0.10%
38 ISHARES RUSSELL 2000 VALUE ETF 5,316 632 0.15%
39 ISHARES TR 1,750 236 0.06%
40 ISHARES TR 25,634 2,689 0.65%
41 ISHARES TR 7,493 221 0.05%
42 ISHARES TR 39,235 8,828 2.14%
43 ISHARES TR 174,147 23,949 5.82%
44 ISHARES TR 50,805 8,400 2.04%
45 ISHARES TR 6,637 546 0.13%
46 ISHARES TR 19,897 2,229 0.54%
47 ISHARES TR 37,934 1,336 0.32%
48 ISHARES TR 37,425 1,519 0.37%
49 ISHARES TR 32,907 1,554 0.38%
50 ISHARES TR 3,617 320 0.08%
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